Preet Shah Email & Phone Number
@hansonmcclain.com
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Who is Preet Shah? Overview
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Preet Shah is listed as Financial Planning Manager, Associate Advisor at Allworth Financial at Allworth Financial, a company with 106 employees, based in Campbell, California, United States. AeroLeads shows a work email signal at hansonmcclain.com and a matched LinkedIn profile for Preet Shah.
Preet Shah previously worked as Financial Planning Manager, Associate Advisor at Allworth Financial and Associate Advisor at Allworth Financial. Preet Shah holds Master Of Accounting, Accounting from University Of Massachusetts Dartmouth.
Email format at Allworth Financial
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AeroLeads found 1 current-domain work email signal for Preet Shah. Compare company email patterns before reaching out.
About Preet Shah
A valued advisory team member assisting clients with financial planning, tax, retirement, and other analysis. Gather data and maintain client contact throughout the financial planning process to create financial plans, retirement and education projections. Preparing tax returns and tax projections to help clients accomplish their goals while assisting in developing solutions and recommendations that fit the client's goals, risk tolerance, time frame, and objectives by following on post-meeting recommendations and research.
Preet Shah's current company
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Preet Shah work experience
A career timeline built from the work history available for this profile.
Associate Advisor
Financial Planning Associate
Staff Accountant
Compile and prepare Tax Returns for individuals, S Corps, Partnerships, Corporations. Payroll Processing for the clients and filing payroll returns. Compilation, review and audit financial statements.
Accounting Staff
- Responsible for providing support to accounting supervisors and managers by working on keying in daily worksheets to the general ledger, maintain and complete accounts payable, accounts receivable, cash in-cash out.
- Research, track and resolve accounting and balancing problems, compile and sort invoices, checks, vouchers, and reports, file and tally multiple deposits
- Record business transactions and key daily worksheets in the ERP system, record overpayments and shortages
- Match invoices with received cash and check and close invoices and ensure customer payments and refund acceptance
Graduate Assistant
Office Assistant At Issc
General Manager
Production management, maintenance of books of Accounts, crisis management, supply chain management, maintenance of stock and raw materials, delivery of finished products, public relations
Accounts Assistant
My job responsibilities at S D Shah and Associates included preparing MIS Statements, guiding clients on investment in Mutual funds, Insurance, maintaining clients accounts on Tally, preparing VAT and Service Tax returns, Preparation of Income Tax computation.
Colleagues at Allworth Financial
Other employees you can reach at allworthfinancial.com. View company contacts for 106 employees →
Amy Bertle, Cfp®, Cdfa®
Colleague at Allworth Financial
Denver Metropolitan Area, United States
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MA
Michael Abbott, Cfp(R)
Colleague at Allworth Financial
Dallas-Fort Worth Metroplex, United States
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AK
Adam Kint, Cfp®
Colleague at Allworth Financial
Sacramento, California, United States, United States
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MH
Michael Hansen
Colleague at Allworth Financial
Dallas, Texas, United States, United States
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NM
Nicholas Mckenzie
Colleague at Allworth Financial
Dallas-Fort Worth Metroplex, United States
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LB
Leonardo Bojorquez, Cfp®, Chfc®, Awma®
Colleague at Allworth Financial
Pittsburg, California, United States, United States
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MM
Matthew Murray
Colleague at Allworth Financial
Folsom, California, United States, United States
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MS
Mark Shone, Cfp®
Colleague at Allworth Financial
San Francisco Bay Area, United States
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AP
Adam Peters, Cfp®, Chfc®
Colleague at Allworth Financial
Denver Metropolitan Area, United States
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JL
Jamison Lake
Colleague at Allworth Financial
St Louis, Missouri, United States, United States
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Preet Shah education
Master Of Accounting, Accounting
Master Of Business Administration - Mba
Master Of Commerce, Accounting
Bachelor Of Commerce, Accounting And Finance
Frequently asked questions about Preet Shah
Quick answers generated from the profile data available on this page.
What company does Preet Shah work for?
Preet Shah works for Allworth Financial.
What is Preet Shah's role at Allworth Financial?
Preet Shah is listed as Financial Planning Manager, Associate Advisor at Allworth Financial at Allworth Financial.
What is Preet Shah's email address?
AeroLeads has found 1 work email signal at @hansonmcclain.com for Preet Shah at Allworth Financial.
Where is Preet Shah based?
Preet Shah is based in Campbell, California, United States while working with Allworth Financial.
What companies has Preet Shah worked for?
Preet Shah has worked for Allworth Financial, Johanson Financial Advisors, Inc., Arora & Gulrajani Cpa Llp, Gardaworld Cash Services, and University Of Massachusetts Dartmouth.
Who are Preet Shah's colleagues at Allworth Financial?
Preet Shah's colleagues at Allworth Financial include Amy Bertle, Cfp®, Cdfa®, Michael Abbott, Cfp(R), Adam Kint, Cfp®, Michael Hansen, and Nicholas Mckenzie.
How can I contact Preet Shah?
You can use AeroLeads to view verified contact signals for Preet Shah at Allworth Financial, including work email, phone, and LinkedIn data when available.
What schools did Preet Shah attend?
Preet Shah holds Master Of Accounting, Accounting from University Of Massachusetts Dartmouth.
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